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Showing 1501 - 1510 of 3938 results for "USI"

Financial abuse: A hidden epidemic

JAMIE WILLIAMSON  |  MONDAY, 6 AUG 2018
Commonwealth Bank is extending its domestic and family violence support program due to customer need, with its helpline receiving about 90,000 calls in the first month. Initially launched as a 12-month pilot in November 2017, the CBA Domestic and Family ...

ASIC identifies potential risks in ETP market

KANIKA SOOD  |  FRIDAY, 3 AUG 2018
ASIC has identified three potential risks in the $40 billion market for exchange-traded products, following a review triggered by SMSFs and retail investors' growing investment in the vehicles. The three risks in the ETP markets were: temporary widening ...

Global fund manager replaces COO

KARREN VERGARA  |  FRIDAY, 3 AUG 2018
A US fund manager with a distribution alliance in Australia announced its chief operating officer and co-founder is retiring with a replacement taking over immediately. After 14 years as president and COO at Epoch Investment Partners, Timothy T. Taussig ...

XPLAN picks up Lumen integration

HARRISON WORLEY  |  FRIDAY, 3 AUG 2018
IRESS integrated its recently acquired data analytics solution with financial planning software XPLAN. IRESS has made it easier for licensees to identify actual and potential scenarios where advice standards are not being complied with by integrating ...

Global fund manager expands Australian operations

KARREN VERGARA  |  THURSDAY, 2 AUG 2018
Global investment manager Research Affiliates is growing its Australian footprint by appointing a partner to its Melbourne office. Mike Aked takes the role of partner and director of research for Australia, tasked with identifying new growth opportunities ...

SuperConcepts searches for new CTO

KARREN VERGARA  |  WEDNESDAY, 1 AUG 2018
AMP subsidiary SuperConcepts confirmed it is on the hunt for a new chief technology officer. Incumbent CTO Kurt Groeneveld will exit the business the end of 2018. Prior to joining SuperConcepts, he was the chief executive of Supercorp, a superannuation ...

Adviser Ratings to predict licensees' quality of advice

JAMIE WILLIAMSON  |  TUESDAY, 31 JUL 2018
Adviser Ratings is proposing a new rating system for Australia's 1800 financial advice licensees that could potentially predict instances of misconduct. The new system, outlined in a new white paper, will see licensees rated in two ways; the first using ...

NRMA chair links with asset manager

HARRISON WORLEY  |  MONDAY, 30 JUL 2018
The chairman of NRMA has been appointed to the board of a $25 billion international equities manager. Platinum Asset Management is welcoming Tim Trumper to its board, with the NRMA chairman set to begin his tenure as a non-executive director at Platinum ...

Retirement planning is a personal responsibility

HARRISON WORLEY  |  FRIDAY, 27 JUL 2018
Twenty-five years since the beginning of compulsory employer superannuation, Australians are beginning to understand having enough money for retirement is up to their own planning, according to a new report. Latest State Street Global Advisors research ...

Former Australian Unity executive joins advice licensee

JAMIE WILLIAMSON  |  FRIDAY, 27 JUL 2018
A financial advice dealer group has added its third former Australian Unity executive this month. Former Australian Unity Personal Financial Services chief executive Steve Davis has joined Infocus Wealth Management in the newly created role of chief ...